See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 15 300 MERIDIAN CENTRE BLVD · ROCHESTER, NY 14618 | Recordkeeping | $40,077 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $11,712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,336 | $50,982-58.1% | $154,803-86.2% | $85,563-75.1% |
| Participation rate | 85.4% | 59.8%+25.6pp | 78.1%+7.3pp | 66.0%+19.4pp |
| Annual return | 14.63% | 30.35%-15.7pp | 58.88%-44.2pp | 31.51%-16.9pp |
| Employer contribution / active EE | $415 | $1,708-75.7% | $4,305-90.4% | $2,654-84.4% |
| Participant deferral / active EE | $1,837 | $2,474-25.8% | $5,540-66.8% | $4,375-58.0% |
| Admin fee / account holder | $61 | $846-92.8% | $14,329-99.6% | $834-92.7% |